Celebrating the Success of HOPE’s Inaugural Fund

June 30 Results: Growth, Impact, and Social Dividends

The portfolio assets in HOPEs inaugural fund have outperformed the market, delivering an impressive 12.2%^(A) growth rate for the year ending June 30, 2024, compared to the broader Sydney market’s 6.3%^(B) growth for the same period. But these financial results tell only part of the story. The true impact lies in the lives changed: the essential workers who have found stability and hope through homeownership, thanks to the innovative shared equity model implemented by HOPE. The success of Fund 1 is not just measured in numbers but in the social dividend it has yielded, providing essential workers with opportunities they never thought possible.

As Fund 1 closes for new applications on October 19th, 2024, the launch of HOPE Housing Residential Property Trust (Fund 2), an open-ended “Evergreen” structure, ensures that this vital work will continue. Fund 2 aims to support more than 3,000 essential workers on their journey to homeownership, building on the momentum of Fund 1 and paving the way for a brighter future for Australia’s essential workforce.

A Vision of HOPE and Impact

Tim Buskens, CEO of HOPE Housing, reflects on this milestone – “Our inaugural fund has proven that the shared equity model isn’t just viable – it’s a game changer. With the trust and support of our foundation investors, we’ve delivered more than just returns; we’ve provided a lifeline to those who keep our communities running. These are the people who care for us, protect us, and keep our cities moving, and now they can finally build more secure futures for themselves and their families. This is just the beginning. Fund 1 has laid the groundwork, and with Fund 2, we will continue to push boundaries, expand our reach, and create lasting impact across the country. Together, we’re not only growing wealth but also building stronger, more resilient communities.”

As HOPE Housing looks to the future with Fund 2 now open, we invite forward-thinking investors to join our transformative movement, making a meaningful difference while achieving superior financial returns.

Get Involved

The success of Fund 1 is only the start. HOPE Housing is now welcoming investors who want to be part of Fund 2—an opportunity that grows wealth and leaves an enduring legacy in our communities. Explore the future of shared equity investments today.

For more information or to schedule a discussion with one of our investment team, click here.

DISCLAIMER

The offer of units in the HOPE Housing Investment Trust (Fund 1) and HOPE Housing Residential Property Trust (Fund 2) is available only to ‘wholesale clients’ within the meaning of that term under the Corporations Act 2001 (Cth). This page does not constitute an offer for units in either Fund. Prospective investors should refer to the Fund 1’s private placement memorandum (PPM) or Fund 2’s information memorandum (IM) for further information about the offers and the Funds. Past performance is not a reliable indicator of future performance and Fund 2’s performance or returns may not correlate to the historical performance and returns of Fund 1. For more information about the HOPE Funds, please refer to the Investor Disclaimer on our website.

(A)   Portfolio growth is determined by estimating market value of the properties within Fund 1’s portfolio monthly, using CoreLogic IntelliVal (Automated Valuation Estimate) and PropTrack AVM. The change in total portfolio value is indexed from a base value of 100, established at the inception of Fund 1’s portfolio, to account for the addition of new properties during the same period. The 12-month growth represents the cumulative growth over the prior four quarters. The portfolio growth information does not take into account liabilities or expenses of Fund 1 and therefore may not reflect overall Fund 1 performance.

(B)   This is the growth of residential real estate in the Sydney market and is sourced from the ‘CoreLogic Hedonic Home Index reports’ for ‘All Dwellings’ in the Sydney market. The detailed methodology can be found on the CoreLogic Australia website.